Long Wharf Investors’s CSX Corp CSX Stock Holding History

Long Wharf Investors’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	$615K	Buy	59,880 +1,980	+3%	+$19.3K	0.48%	60
2014 Q1	$559K	Sell	57,900 -2,382	-4%	-$22.1K	0.48%	66
2013 Q4	$578K	Buy	60,282 +690	+1%	+$6.18K	0.52%	59
2013 Q3	$511K	Buy	59,592 +2,487	+4%	+$20.9K	0.49%	69
2013 Q2	$441K	Buy	+57,105	New	+$468K	0.43%	78

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Long Wharf Investors's CSX Position: Q2 2014 in Review

Long Wharf Investors increased its CSX Corp (CSX) stake by 3.4% in Q2 2014, buying an estimated $19.3K and bringing the position to 59,880 shares worth $615K. The position accounts for 0.48% of the portfolio, ranked #60.

Long Wharf Investors first reported a position in CSX in Q2 2013 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold CSX as of Q2 2014.

Long Wharf Investors held 59,880 shares of CSX Corp worth $615K as of Q2 2014.
Long Wharf Investors bought 1,980 CSX Corp shares in Q2 2014, an estimated $19.3K.
CSX Corp made up 0.48% of Long Wharf Investors's portfolio in Q2 2014, its #60 holding.
Long Wharf Investors first reported a position in CSX Corp in Q2 2013 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held CSX Corp as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.